Institutional Ownership Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD). We have compiled data on the 635 institutions that hold shares in the stock, with a total of 93.2 Million shares, which have been reported (via 13F filing form) to have a value of $7.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
73,271
shares
|
$5.7 Million
1.19% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
72,604
shares
|
$5.65 Million
0.4% of portfolio
|
Q4 2023
Added 3.06%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
71,861
shares
|
$5.59 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
69,691
shares
|
$5.42 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
69,294
shares
|
$5.39 Million
1.46% of portfolio
|
Q3 2024
Added 17.16%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
68,394
shares
|
$5.32 Million
0.08% of portfolio
|
Q2 2023
Added 31.57%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
67,169
shares
|
$5.23 Million
0.34% of portfolio
|
Q3 2024
Added 77.54%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
66,405
shares
|
$5.17 Million
0.57% of portfolio
|
Q3 2024
Added 27.61%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
65,134
shares
|
$5.07 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
62,959
shares
|
$4.9 Million
0.04% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
59,229
shares
|
$4.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
58,619
shares
|
$4.56 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.97%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
57,123
shares
|
$4.45 Million
0.73% of portfolio
|
Q2 2024
Added 0.83%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
56,870
shares
|
$4.43 Million
0.31% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
56,495
shares
|
$4.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
56,468
shares
|
$4.39 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
56,454
shares
|
$4.39 Million
0.24% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
54,618
shares
|
$4.25 Million
2.18% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
53,636
shares
|
$4.17 Million
0.17% of portfolio
|
Q3 2024
Reduced 9.45%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
53,231
shares
|
$4.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
52,540
shares
|
$4.09 Million
0.01% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
52,174
shares
|
$4.06 Million
3.44% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
51,939
shares
|
$4.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
51,420
shares
|
$4 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
49,912
shares
|
$3.88 Million
0.13% of portfolio
|
Q3 2024
Reduced 32.8%
|